Our sister company Seekings and Wardle is looking to employ a Paraplanner to support our team of Independent Financial Advisers in our Malton office .
Key Responsibilities will include primarily supporting the Financial Services Director in research and analysis to meet client needs and objectives and preparing Client financial plans and suitability reports. Attending client meetings with Financial Advisors as required.
As an expanding and thriving business there is a demonstrable opportunity for progression within our business for the right candidate who is willing to work hard to achieve the best results.
The successful applicant will be expected to undergo continuous professional development to meet regulatory requirements and personal development needs.
We would expect the successful applicant to hold or be in the advanced stages of obtaining the Diploma in Regulated Financial Planning or Level 4 equivalent and have excellent interpersonal, organisational and IT skills.
In return we will offer the successful candidate a generous remuneration package with bonuses and pension contributions.
Apply by sending your cv to the Financial Services Director at This email address is being protected from spambots. You need JavaScript enabled to view it. with a covering letter telling us why you should be a member of our team.
